Institutional Presentations
Felix Frey works with leading investment banks, hedge funds, and professional trading desks to bring structural discipline to directional options trading.
A Wharton graduate with more than two decades on Wall Street, including experience at top investment banks and a $4 billion hedge fund, Felix has sat inside the room where capital is allocated and leverage decisions are made. His sessions are grounded in real institutional experience, not academic theory.
Institutions engage Felix for one reason.
To sharpen how their teams translate conviction into structure.
The Institutional Challenge
Options are a powerful tool for leverage.
Once a directional view is formed, a new problem begins:
What strike reflects the true magnitude of conviction?
What expiry aligns with timing assumptions?
What directional hurdle is embedded in the structure?
Is the convexity being purchased efficient relative to the thesis?
Most of this translation happens implicitly.
Felix’s framework makes it explicit.
His presentations focus on structuring the decision process so that strike and expiry reflect both magnitude and timing of conviction before capital is deployed.
Core Themes
Sessions are tailored to the audience and mandate. Topics may include:
Structuring Directional Leverage
Aligning thesis, conviction, and structure while avoiding mispriced convexity.
Embedded Directional Expectations
Understanding the hurdle priced into an option and how it compares to a forecast.
Convexity Discipline
Distinguishing attractive asymmetry from expensive payout multiples.
Expectation Divergence
Helping analysts quantify how far their thesis exceeds what is already embedded in the options market.
Cross Desk Communication
Improving dialogue between analysts, traders, sales traders, and portfolio managers when expressing views through options.
Audiences
Felix presents to:
Equity Traders & Sales Traders
Options & Derivatives Desks
Hedge Fund PMs & Analysts
Analysts & Summer Interns
Sessions are customized based on experience level and institutional objectives.
What Institutions Are Saying
“I thought last night’s presentation was an excellent mix of product knowledge, practical application, and thought provocation. Your delivery is great because it’s clear you’ve been in the trenches. The presentation was a good length, on topic, and you are an engaging speaker. My compliments.
There should be a real market for your skills. Your program is appealing to trainees, professionals with other product backgrounds, as well as some seasoned veterans who could use a little engagement. This is an excellent resource for any organization with a focus on cross-selling.”
Maureen McNicholas
Head of Human Resources
Bay Crest Partners
Engagement
Presentations may be delivered as:
Desk level sessions
Cross asset workshops
Analyst training programs
Conference keynote presentations
For institutional inquiries:
Felix Frey
felix@optionsgeek.com
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